Member Info for belgrano

Stuart is no fool and knows exactly what the market would like to see. In his boots I'd hold off right till the end of the month before releasing the results, because then you will be better able to answer the host of questions about what comes next.

Expect armed with the information he clearly has now, he can use that time to secure realistic supply times, and perhaps broadly discuss study findings with psoriasis association leaders who will be more than interested in securing ample supplies for their millions of members... Some danger in the last sentence as could be viewed as highly market sensitive information, so doubt actual sharing of exact info hence the word "broadly", as an overview, dependant of level of trust.
That way when study results are shared via RNS, hes in a great position to continue momentum. Thats when obviously asked these pre primed questions at the next broadcast interview. Which will be expected on study info release day.
Wouldn't mind being in his shoes currently for company development and expansion.
Know some investors have stated we could have commanded higher prices for our products, and believe they are right.
But happy to see them where they are believed to be so more applicants can be in a position to benefit. Also the lower price will command the market.

Stuart is no fool and knows exactly what the market would like to see. In his boots I'd hold off right till the end of the month before releasing the results, because then you will be better able to answer the host of questions about what comes next.

Expect armed with the information he clearly has now, he can use that time to secure realistic supply times, and perhaps broadly discuss study findings with psoriasis association leaders who will be more than interested in securing ample supplies for their millions of members... Some danger in the last sentence as could be viewed as highly market sensitive information, so doubt actual sharing of exact info hence the word "broadly", as an overview, dependant of level of trust.

That way when study results are shared via RNS, hes in a great position to continue momentum. Thats when obviously asked these pre primed questions at the next broadcast interview. Which will be expected on study info release day.

Wouldn't mind being in his shoes currently for company development and expansion.
Know some investors have stated we could have commanded higher prices for our products, and believe they are right.
But happy to see them where they are believed to be so more applicants can be in a position to benefit. Also the lower price will command the market.

I'm pleased to invest my hard earned, in a company that's going to bring so much relief to sufferers throughout the world.
Doesn't take much to lower your moral and kill your self confidence, even a very mild dose of psoriasis in the wrong spot can do it, have also heard of acute sufferers symptoms being cleared in the study. Its not impossible to get to many thousands of subscribers this year... dont think 2 years... much quicker than that.

Hi Uhlf,
Fully agree if subscriptions take off in a serious way I believe this stock will become very scarce indeed.
I believe the best increases we have seen to date will be easily eclipsed when this situation arises. Trigger point for this is going to be news on subscriptions or wait lists. Everything else will aid, but that's the real money maker, by an order of magnitude.
Its actually not overly hard to achieve it either, product will sell itself with the right sharing of study information.
Smart ones are loading up now.

thanks skid,
Heard btm line is circa 70%, so certainly wont be miles off. Know some companies which mr. Market sees as having a rapidly growing revenue stream can see the P/E really fly.

I know this is only a bit of fun, but its well worth considering what a fair market price and hence share price might be, if the results announced are excellent and as expected the company forges ahead with subscriptions this year.
I will only look at psoriasis study and not the multiple other things happening.
Current share price could be viewed as "jam tomorrow", as no income to speak of yet. market cap currently 102M.
However if the RNS gives details of forthcoming subscriptions, it moves to an income company in the eyes of Mr.Market.
So what will a "fair" share price be . Currently it is speculation with careful research, that transition will change this year.
I believe initially Mr.Market, will not move very fast at first subscriptions and will look at a P/E circa 20. However when that starts to increase past the market cap threshold that will move towards 40.
so 10k subscriptions = 3.65M
14K subscriptions = 5.1M (current M/Cap of P/E of 20.
25K subscriptions = 9.1M --share price min 1.30.... However going to stick my neck out here if there is a waiting list/ forums going wild, and go for a P/E approaching 50 min. so £3, a share.
100K subscriptions 20 bagger.
500K subscriptions and Winclove flat out...drinks are on me.

Very tempting to take profits, but well worth gauging proper market reaction first. Especially if its accompanied by production/subscription information, as we might have a tiger by the tail here. Believe timelines are much shorter than we think, and uptake much faster indeed.

well I've never been good at this game, so going low with 60p. That way I'll be happy. Thats close on RNS day. Believe 2-3 days on it will be higher.

Hi Guys,
Firstly thankyou for your kind words, however in truth most of the facts I post are a result of facts and snippets posted by other trusted investors, on a few boards and forums.
The foremost is Elrico, and I really urge anyone not signed up to join his group already. Best annual £50 you will ever spend. Believe me he doesn't make anything out of it, but also enjoys it.
Yes I've been invested here many years, before the initial spike on OPTI, so not a great track record there, but important to analyse what went wrong, to avoid repetition. Have also been a stock market investor for over 30 years, and had some brilliant gains and some horrible shattering losses over those many years which does give some experience. Along with loads of dirty tricks and some blatant corruption from boiler room gangs and fraudulent CEO's, which I despise the most.
Think coupled like that I enjoy doing it, and participating in chats, and had some conversations on boards and privately where we are able to share facts that I cannot publish.
Know a lot of products are often tested unofficially, lets face it.. we would do the same, especially if you know its effective for elsewhere on the body, like the oral cavity work, but using proven lysates. That builds confidence it will probably work, but never guaranteed.

I believe a big thing is how long it takes to draw 25k subscribers. Correctly handled and using the forums could achieve that subscription this year...and have a growing waiting list.
Dont think you will wait years then, Mr.Market will love it.

In truth I dont mind if the figures dont change , however the results are most certainly not priced in fully, and effects on other skin conditions not at all so loads of upside.
Just because the price does not actually move straight away mustn't be fooled into parting. it will take a few days for big players to fully discuss results and implications. Clearly how effective the study has been is critical and what percentage seeing improvements and any beneficial side effects.
I remember how the opti LP-LPD testing revealed unexpected beneficial effects in reducing blood pressure, so certainly nothing nailed on. However the company has already said that there are no bad side effects. Formal results now just days away, and I'm looking forward to a nice coffee when I see that RNS pop up at 7am, and a delicious read taken cold.

However can I thank those of you who responded to my question about subscribing for the product and you may not suffer from psoriasis.
So far posted on two boards for 6hrs and we have 9 people who are signing up for the beneficial effects on skin health and complexion, some of whom kindly shared personal information on some minor afflictions. That's in 6 hrs, on a forum that's not popular
But what it proves is most of us have less than ideal bacterial compositions which can cause potential minor flare ups of various skin disorders, and that many more people will subscribe for these products and intend to do so. Also shows that we have a much larger customer base than initially recognised.
(now 13 people not 9).

This is a repeat of a post I posted today on another forum.
Went to the pub last night with a good friend and fellow investor for my first pub pint in ages.
Over the table conversation we discussed the product that SBTX are giving away for the psoriasis study, and the reported beneficial other effects that participants have experienced.
We dont suffer from psoriasis, but occasionally do get dry skin issues, clearly very few people must have the "optimum blend of useful bacteria", and then not all the time depending on what you consume and when.
My good friend who in his late sixties, really looks after himself fitness wise, turned to me and said, " I would like to subscribe myself".
I'm not as fit as him and about 2-3 stone overweight(being blunt), but my reply was "yes I'm going to sign up as well". Hearing from some participants that their complexion changed for the better, and "best hes looked for years".
So my question is..How many others here would do similar...because if just that conversation between two people who have read all the reports both official and most importantly unofficial ones is anything to go by, there might be a pretty huge market for this from people who want to keep themselves in optimum bacterial balance..
Appreciate views from other investors and whether they might do likewise. If so we are not properly gauging the market.

Ahh, Teds bagged that already, I'll go for 11th.

"Study to conclude end April, report on the study finding shortly after". I'll go for May 13th.

most certainly are, and deep pockets as well.

Hi Manksy,
Just by the straw poll that I've heard about believe results will not just be good.. they will "be stunning". Also Believe because it populates your body with the optimum bacterial strains it has other skin beneficial effects as well. So a win, win.
Might find a ready market for those people who get just some dry skin. However the biggie for me was the comment that "his complexion changed, best he's looked for years". Well I've trousered another 15k shares today, and looking for more.

Easing of stock price seems to have hit resistance, good few nice buys coming in, and I suspect a chunky sell yet to show.

"study to conclude end April, report on the study findings to follow shortly after".
Wont be long now, with initial signing up for first subscriptions already underway.
Have a good chat with a trusted poster yesterday, one topic was which way we viewed the share price here would go following the next announcement.
Clearly the first part depends on how much information the study conclusions contain, and how effective the study has been in relieving symptoms, be it 20-80% of people participating.
Then normally we would see a sharp retrace as profit taking takes place followed by recovery a few days/weeks later as investors run the slide rules over the potential figures.
Thats what happened a few times with OPTI, but with actual sales being just months away and less in a third party control than with a farmed out agreement, I'm going with only a slight retrace after news settles and then fast growth. This is due to the fact that we do have some pretty unique circumstances here which is unusual in a product coming to market.
Believe this will be in demand like the first streamlined mobile phones or covid vaccine.

1. Huge global need for a treatment.
2. Product has to be taken all the time, so regular growing demand.
3. Skin condition constantly itches, providing 24/7 reminder that you need to get it sorted out. (hence high forum membership levels). Not like some afflictions ie : overweight/ blood pressure where its easy to put off.
4. Product price very attractive to consumers.
5. Manufacturing route and distribution already sourced and tested by recognised quality industry expert.
6. Sold as a health food product avoiding expensive and long duration trials that will be required if going down medical route. (may do this in parallel.)
7. Company has pipeline of products, so not a one trick pony.
8. Established worldwide psoriasis forums where members actively search for successful treatments, USA membership alone has 8M active members.
9. Able to utilise internet social media to spread word and gain, more members. (need a full time PR person / then team here now).
10. Online subscriptions, and postal direct saving huge costs.
11. High margins, company sufficiently funded.
12. Well run by dedicated team from CEO (Stuart ) to research experts (Cathy). - Admittedly this is not unique.

This is why I'm still purchasing stock on every dip, and believe anything under a quid a bargain.

We all know that certain bacteria feed in our mouths on any minute residue and deposits from them cause gum disease and tooth decay. Current toothpastes and mouthwashes tend to go down the mouth sterilisation and scrubbing route, by removing any food residues and bacteria in our "oral cavities". Indeed many dental practitioners advocate brushing tongue and skin as well as teeth, to remove harmful bacteria and so stop repopulation in the mouth.
Stands to reason if we could populate the mouth with less harmful bacteria, or change the "oral cavity bacteria profile" tooth decay and gum disease might stop.
This to me has similar insights to our "fat mouse, thin mouse" tests where cal intake was the same by bacteria was altered.
As an analogy, we know some populations have brilliant teeth and gums but certainly don't clean them more than anyone else. Their teeth have no more enamel than anyone else. Yes diet might be a factor, but probably they have different bacteria within the oral cavities... now see the solution.
Reproduce those bacteria formulations and market them... and I'd wager they would then get similar results.

We all know that certain bacteria feed in our mouths on any minute residue and deposits from them cause gum disease and tooth decay. Current toothpastes and mouthwashes tend to go down the mouth sterilisation and scrubbing route, by removing any food residues and bacteria in our "oral cavities". Indeed many dental practitioners advocate brushing tongue and skin as well as teeth, to remove harmful bacteria and so stop repopulation in the mouth.
Stands to reason if we could populate the mouth with less harmful bacteria, or change the "oral cavity bacteria profile" tooth decay and gum disease might stop.
This to me has similar insights to our "fat mouse, thin mouse" tests where cal intake was the same by bacteria was altered.
As an analogy, we know some populations have brilliant teeth and gums but certainly don't clean them more than anyone else. Their teeth have no more enamel than anyone else. Yes diet might be a factor, but probably they have different bacteria within the oral cavities... now see the solution.
Reproduce those bacteria formulations and market them... and I'd wager they would then get similar results.